Southern First BancsharesSFST

13F holders, Q3 2025 (September 30)
116holders +14
18new positions
4sold out
6famous investors
$44.08avg. 13F price*

At the end of Q3 2025, 116 institutions reported holding Southern First Bancshares (SFST) in their 13F filings, up 14 from Q2 2025. 18 opened new positions and 4 sold out. The largest holders were FJ Capital Management LLC ($35.6M), T. Rowe Price Investment Management, Inc. ($35.6M) and BlackRock, Inc. ($32.1M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Southern First Bancshares
CUSIP
842873101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 91Q1 2024Q2 2024: 95Q2 2024Q3 2024: 101Q3 2024Q4 2024: 94Q4 2024Q1 2025: 97Q1 2025Q2 2025: 102Q2 2025Q3 2025: 116Q3 2025Q4 2025: 129Q4 2025Q1 2026: 149Q1 2026Q2 2026: 165Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions18$6.5M
Exits4$2.1M

All 13F filers, Q2 2025 → Q3 2025: 329,490 shares bought and 242,527 shares sold, net +86,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 116 holders

FJ Capital Management LLC 3.80% No change 807,223 $35.6M
T. Rowe Price Investment Management, Inc. 0.02% Reduce -0.3% 806,331 $35.6M
BlackRock, Inc. 0.00% Reduce -1.3% 727,218 $32.1M
Endeavour Capital Advisors Inc. 7.82% Reduce -0.5% 586,014 $25.9M
Vanguard Group Inc. 0.00% Add +2.5% 431,814 $19.1M
Dimensional Fund Advisors LP 0.00% Add +1.4% 375,382 $16.6M
Ameriprise Financial Inc. 0.00% Reduce -2.9% 271,671 $12.0M
Rhino Investment Partners, Inc 2.92% No change 210,121 $9.3M
Banc Funds Co. LLC 1.59% Reduce -28.2% 205,874 $9.1M
Geode Capital Management, LLC 0.00% Reduce -0.5% 179,608 $7.9M
State Street Corp. 0.00% Add +0.5% 160,684 $7.1M
Fourthstone LLC 1.26% Add +22.9% 158,754 $7.0M
Alliancebernstein L.P. 0.00% No change 157,376 $6.9M
Renaissance Technologies 0.01% Add +21.4% 117,007 $5.2M
American Century Companies Inc. 0.00% Add +7.8% 106,209 $4.7M
Acadian Asset Management LLC 0.01% Add +55.0% 80,647 $3.6M
Northern Trust Corp. 0.00% Reduce -3.1% 72,215 $3.2M
Goldman Sachs Group Inc. 0.00% Add +20.2% 70,098 $3.1M
Russell Investments Group, Ltd. 0.00% Add +17.8% 59,760 $2.6M
Bridgeway Capital Management, LLC 0.05% Reduce -0.1% 51,994 $2.3M
Morgan Stanley 0.00% Reduce -12.0% 49,308 $2.2M
Zacks Investment Management 0.02% Add +5.7% 47,608 $2.1M
Gabelli Funds LLC 0.01% Add +3.6% 43,350 $1.9M
Koss-Olinger Consulting, LLC 0.13% No change 42,397 $1.6M
Abacus Planning Group, Inc. 0.19% No change 31,123 $1.4M
Captrust Financial Advisors 0.00% Reduce -5.2% 29,578 $1.3M
Barclays PLC 0.00% Reduce -7.9% 28,649 $1.3M
Maltese Capital Management LLC 0.17% New 25,500 $1.1M
GAMCO Investors 0.01% No change 25,500 $1.1M
Bank of New York Mellon Corp 0.00% Add +2.8% 22,718 $1.0M
Empowered Funds, LLC 0.01% Add +12.0% 22,601 $997K
Charles Schwab Investment Management Inc. 0.00% No change 22,574 $996K
AQR Capital Management 0.00% Add +114.3% 20,315 $896K
Teton Advisors, LLC 0.49% — 18,000 $794K
Arrowstreet Capital, Limited Partnership 0.00% New 17,128 $756K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.4% 16,754 $730K
Sheets Smith Wealth Management 0.08% Add +1.4% 16,321 $720K
Marshall Wace, LLP 0.00% New 15,985 $705K
Jane Street Group, LLC 0.00% Add +64.6% 15,566 $687K
Los Angeles Capital Management LLC 0.00% New 15,106 $666K
NewEdge Advisors, LLC 0.00% Add +45.6% 14,930 $659K
Nuveen, LLC 0.00% No change 14,635 $646K
Assenagon Asset Management S.A. 0.00% Reduce -53.1% 14,518 $641K
Two Sigma Investments, LP 0.00% New 14,516 $640K
Millennium Management 0.00% Add +141.8% 14,223 $628K
Invesco Ltd. 0.00% Add +11.0% 13,793 $609K
STRS Ohio 0.00% Reduce -7.9% 12,800 $565K
De Lisle Partners LLP 0.07% No change 12,591 $556K
UBS Group AG 0.00% Add +76.2% 12,070 $533K
State of Wisconsin Investment Board 0.00% Add +28.0% 11,900 $525K
Squarepoint Ops LLC 0.00% Add +25.3% 11,850 $523K
Rhumbline Advisers 0.00% Reduce -2.6% 11,769 $519K
Godsey & Gibb, Inc. 0.05% No change 11,660 $514K
Citadel Advisors 0.00% Reduce -49.8% 11,452 $505K
Qube Research & Technologies Ltd 0.00% New 10,364 $457K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -2.4% 10,044 $441K
D. E. Shaw & Co. 0.00% Add +22.6% 9,438 $416K
Royal Bank of Canada 0.00% Reduce -71.3% 9,389 $414K
Wells Fargo & Company 0.00% Add +11.2% 9,167 $404K
SeaCrest Wealth Management, LLC 0.04% Reduce -51.1% 9,334 $403K
Trexquant Investment LP 0.00% Add +39.7% 8,566 $378K
Northwestern Mutual Wealth Management Co. 0.00% No change 8,235 $363K
Bank of America Corp. 0.00% Add +2.5% 8,193 $361K
Wagner Wealth Management, LLC 0.08% Reduce -11.2% 7,764 $343K
JPMorgan Chase & Co. 0.00% Add +26.4% 7,760 $342K
Colton Groome Financial Advisors, LLC 0.10% No change 7,675 $339K
Hillsdale Investment Management Inc. 0.01% New 7,170 $316K
Sentinel Trust Co. Lba 0.03% New 7,100 $313K
Franklin Resources Inc. 0.00% New 6,616 $292K
Panagora Asset Management Inc. 0.00% No change 6,082 $268K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 5,976 $264K
ELCO Management Co., LLC 0.13% Reduce -19.7% 5,582 $246K
Mendon Capital Advisors Corp. 0.11% New 5,582 $245K
Jump Financial, LLC 0.00% New 5,498 $243K
Quantinno Capital Management LP 0.00% New 4,964 $219K
Colonial Trust Advisors 0.02% No change 4,848 $214K
Osaic Holdings, Inc. 0.00% No change 4,448 $196K
MetLife Investment Management, LLC 0.00% No change 4,294 $189K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 3,525 $156K
Deutsche Bank AG 0.00% No change 3,105 $137K
New York State Common Retirement Fund 0.00% No change 2,763 $122K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,232 $98K
BNP Paribas Financial Markets 0.00% Add +58.3% 2,185 $96K
Signaturefd, LLC 0.00% No change 1,904 $84K
Cwm, LLC 0.00% Add +111.3% 1,714 $76K
FMR LLC 0.00% Reduce -1.1% 1,447 $64K
Colonial Trust Co / SC 0.01% No change 1,205 $53K
Arax Advisory Partners 0.00% New 917 $40K
Advisory Services Network, LLC 0.00% New 864 $38K
Legal & General Group Plc 0.00% No change 726 $32K
Citigroup Inc. 0.00% Reduce -79.0% 655 $29K
Ameritas Investment Partners, Inc. 0.00% No change 613 $27K
California State Teachers Retirement System 0.00% Add +0.2% 560 $25K
Sterling Capital Management LLC 0.00% Add +159.4% 537 $24K
Cullen/Frost Bankers, Inc. 0.00% Add +1.3% 475 $21K
Blue Trust, Inc. 0.00% No change 438 $19K
Brown Brothers Harriman & Co. 0.00% No change 397 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -81.9% 295 $13K
ORG Partners LLC 0.00% No change 268 $12K
Versant Capital Management, Inc 0.00% No change 262 $12K
Amalgamated Bank 0.00% No change 259 $11K
Anchor Investment Management, LLC 0.00% No change 218 $10K
GAMMA Investing LLC 0.00% Add +22.3% 137 $6K
Essential Partners LLC 0.00% Add +2875.0% 119 $5K
Jones Financial Companies LLLP 0.00% New 100 $5K
EverSource Wealth Advisors, LLC 0.00% Add +7.0% 92 $4K
Optiver Holding B.V. 0.00% New 72 $3K
Comerica Bank 0.00% No change 67 $3K
Smartleaf Asset Management LLC 0.00% No change 62 $3K
Allworth Financial LP 0.00% Add +51.4% 53 $2K
Nisa Investment Advisors, LLC 0.00% No change 15 $662
True Wealth Design, LLC 0.00% Add +550.0% 13 $574
Clearstead Advisors, LLC 0.00% Add +8.3% 13 $574
IFP Advisors, Inc 0.00% Add +100.0% 6 $265
Huntington National Bank 0.00% Reduce -97.1% 1 $44
Avion Wealth 0.00% No change 16 $0

"% of holder's portfolio" is SFST's weight in each manager's 13F, not the share of Southern First Bancshares the manager owns.